QuickBooks Training

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

We will ensure proper setup of your QuickBooks file as part of our Business package. Click Here to get started.

Client Login

Menu

About Juli Martin

Juli R. Martin, CPA, obtained her B.S. in Accounting in 1998 and her CPA license in 2001. After seven years' Controller experience, she began J.R. Martin & Associates. Juli is a member of the California Society of CPAs and the American Institute of CPAs ProAdvisor. She is also a QuickBooks ProAdvisor and a Certified Tax Coach. She and her husband Noah have two children, Tate and Carter.